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Bank specialist vs banking associate

The differences between bank specialists and banking associates can be seen in a few details. Each job has different responsibilities and duties. Additionally, a banking associate has an average salary of $81,890, which is higher than the $42,779 average annual salary of a bank specialist.

The top three skills for a bank specialist include bank products, strong customer service and customer relationships. The most important skills for a banking associate are excellent interpersonal, strong customer service, and financial transactions.

Bank specialist vs banking associate overview

Bank SpecialistBanking Associate
Yearly salary$42,779$81,890
Hourly rate$20.57$39.37
Growth rate10%-12%
Number of jobs22,22518,919
Job satisfaction--
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 63%
Average age4339
Years of experience4-

What does a bank specialist do?

A bank or banking specialist is an individual responsible for maintaining effective business relationships with the bank's clients while ensuring an optimal customer service level. To support customer retention, bank specialists must identify their customers' banking needs and suggest appropriate bank products and services. They perform teller functions such as processing customer deposits, cashing checks, and issuing official checks. Bank specialists must also ensure that the bank complies with government regulations and standards.

What does a banking associate do?

A banking associate's role is to build positive relationships with clients by performing support tasks. Their responsibilities revolve around greeting clients, processing requests and documentation, gathering and verifying requirements, responding to inquiries and concerns, and offering other services and products to clients. They may also produce progress reports, financial statements, coordinate with team members, and liaise with external agencies. Furthermore, as a banking associate, it is essential to handle issues and complaints, all while adhering to the bank's policies and regulations.

Bank specialist vs banking associate salary

Bank specialists and banking associates have different pay scales, as shown below.

Bank SpecialistBanking Associate
Average salary$42,779$81,890
Salary rangeBetween $28,000 And $64,000Between $47,000 And $141,000
Highest paying CityNew York, NYWhite Plains, NY
Highest paying stateNew YorkNew York
Best paying companyGoldman SachsCiti
Best paying industryFinanceFinance

Differences between bank specialist and banking associate education

There are a few differences between a bank specialist and a banking associate in terms of educational background:

Bank SpecialistBanking Associate
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 63%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Bank specialist vs banking associate demographics

Here are the differences between bank specialists' and banking associates' demographics:

Bank SpecialistBanking Associate
Average age4339
Gender ratioMale, 45.3% Female, 54.7%Male, 41.8% Female, 58.2%
Race ratioBlack or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 11.4% White, 66.6% American Indian and Alaska Native, 0.2%Black or African American, 10.1% Unknown, 3.5% Hispanic or Latino, 17.8% Asian, 7.4% White, 60.7% American Indian and Alaska Native, 0.6%
LGBT Percentage6%7%

Differences between bank specialist and banking associate duties and responsibilities

Bank specialist example responsibilities.

  • Achieve sustained revenue improvement in loans, annuities and deposit accounts every month at bank.
  • Manage a customer portfolio, which includes servicing business relationships and cross-selling business banking products and services.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Work with clients to resolve operational cash management issues in relation to select treasury management products.
  • Serve on the holding company compliance committee responsible for identifying and implementing PC base loan origination systems.
  • Initiate, review, and prepare all consumer and small business loan requests from origination to closing.
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Banking associate example responsibilities.

  • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
  • Develop working relationships with clients by providing exceptional customer service while utilizing a focuse cross-sell strategy.
  • Follow up with customers regarding KYC and other account relate updates.
  • Analyze each movement in full detail while meeting all SLA's.
  • Prepare UCC's for filing at the county and state level.
  • Monitor multiple cases while keeping track of SLA's and B2B communications.
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Bank specialist vs banking associate skills

Common bank specialist skills
  • Bank Products, 13%
  • Strong Customer Service, 10%
  • Customer Relationships, 9%
  • Financial Services, 8%
  • Treasury, 5%
  • Financial Solutions, 4%
Common banking associate skills
  • Excellent Interpersonal, 41%
  • Strong Customer Service, 29%
  • Financial Transactions, 15%
  • Financial Services, 1%
  • PowerPoint, 1%
  • Financial Solutions, 1%